SPI Research: The 5 KPIs That Matter for Professional Services Companies

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Ask, Share, Learn – Within the Largest Community of Corporate Finance Prof SPI Research: The 5 KPIs That Matter for Professional Services Companies

description

One of the most important issues facing finance executives within professional services organizations (PSOs) is driving profitable growth. As PSOs expand geographically, complexities associated with bill rates, different regulatory environments, worker compensation and workload burden cash flow and profitability. To fuel growth, PSOs must deliver high-value services, and rely on an information infrastructure built on critical KPIs to evaluate success and define areas for performance improvement. Join Service Performance Insight, a global research, consulting, and training organization dedicated to helping professional service organizations make improvements in productivity and profits, for a compelling look at “The Five KPIs that Matter for Professional Services.”

Transcript of SPI Research: The 5 KPIs That Matter for Professional Services Companies

Page 1: SPI Research: The 5 KPIs That Matter for Professional Services Companies

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

SPI Research: The 5 KPIs That Matter for Professional Services Companies

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• Discover 5 financial metrics critical to the success of professional services organizations

• Understand how companies are leveraging technology to monitor key KPIs in real-time

• Discover how to define near and long term strategies to impact each of five key financial metrics at your company

Learning Objectives

After attending this event you will be able to:

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Welcome to Proformative

Proformative is the leading educational resource for corporate finance professionals.

A resource where corporate finance and related professionals advance in their careers through: • Uniquely valuable, online peer network

• On demand courses taught by peers and SMEs

• Valuable Features and Resources

Check it out at www.proformative.com

Page 4: SPI Research: The 5 KPIs That Matter for Professional Services Companies

Ask, Share, Learn – Within the Largest Community of Corporate Finance Professionals

SPI Research: The 5 KPIs That Matter for Professional Services CompaniesSharon Carnicelli, Senior Manager of Cloud Solutions

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Introductions

DAVID HOFFERBERTHManaging Director

Service Performance Insight

SHARON CARNICELLISenior Manager of Cloud Solutions

Intacct

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Today’s Agenda

• Introduction to Intacct

• The 5 KPIs – 2014 Professional

Services Maturity™ Benchmark

– Market dynamics and trends

– Where to start– Five KPIs to help drive

greater financial success– Integrate your

information infrastructure

• Summary and additional resources

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95% Customer Satisfaction

Services Companies Rely On Intacct

Real Value

7,000+Growth Companies

35,000+Business Entities

Growing withIntacct

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Partnering for Success

EXPE

NSE

M

GM

TMAN

UFAC

TURI

NG

BUDGETING /

PLANNING

SUPPLY CHAIN

PROFESSIONALSVCS

PAYROLLBILLING

PAYMEN

TSBUSI

NESS

INTE

LLIG

ENCE

NONPROFI

TDOCUMENT

MANAGEMENT

FIXED

ASSETS

VAT / TAX

1099

MIDDLEWARE

CR

M

120+ partners 75% of our customers integrate with 2+ partners

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Capture Comprehensive DataAutomate Project Delivery and Project Accounting

ResourceScheduling

Billing$

RevenueRecognition

Time, Expense, Materials

Fixed Price$

Project,Task,Budget

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Thank You

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Thank you for your interest in this presentation. View the on-demand webinar or download the full

presentation at:www.Proformative.com

SPI Research: The 5 KPIs That Matter for Professional Services Companies